User RolesAdminStaff contributor✗External Contributor✗Pulse user

This article explains how to connect Silverfin with AdminPulse to synchronise administrative data. Once the connection is established, any changes made in Admin Pulse will  sync with Silverfin.

Table of contents 

How to set up synchronisation with AdminPulse on the firm level?

Only users with admin rights can set up synchronisation at the firm level.

To establish the connection, please follow these steps:

  1. In the firm overview screen click on the 'Syncs' tab.
  2. Click the 'Add new sync' button and choose 'Administration sync'. 
  3. From the drop-down menu, choose AdminPulse sync and click 'Connect'. Provide a name to your synchronisation.
  4. You will be redirected to the login page of AdminPulse. 

How to set up synchronisation on the file level?

To link existing synchronisation with the client file, please perform the following steps:

  1. Go to the file and click on the 'Edit client' button.
  2. Click on the 'Sync' tab.
  3. Click on on plus sign (+) next to Administration sync.
  4. Choose 'AdminPulse' from the list of available administration syncs.
  5. Assign correct company reference. It's usually a name of the file.
  6. Save changes.